Ohio · 21 advisers
Financial Advisors in Akron, Ohio
Looking for a financial advisor in Akron, Ohio? Falists indexes 21 SEC-registered and state-registered investment advisers in Akron — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 18 firms list a website you can visit directly. Firms in this directory manage up to $32.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
21
With website
18
Largest AUM
$32.24B
Financial planning
13
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Akron
Ranked by AUM · Fees, team & specialties at a glance
SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, OH
AUM
$32.24B
Team
195 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
330-375-9480
VALMARK ADVISERS, INC.
Akron, OH
AUM
$10.17B
Team
280 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-765-5201
REVISOR WEALTH MANAGEMENT LLC
Akron, OH
AUM
$2.53B
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(440) 248-3355
OAK ASSOCIATES LTD
Akron, OH
AUM
$1.78B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-668-1234
AUM
$1.12B
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
330-666-6886
TRUE WEALTH DESIGN, LLC
Akron, OH
AUM
$494.0M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(330) 777-0688
SYMPHONY FINANCIAL SERVICES, INC.
Akron, OH
AUM
$428.7M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-434-2000
WARTHER PRIVATE WEALTH
Akron, OH
AUM
$371.3M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
330-867-6999
PRESPER FINANCIAL ARCHITECTS, LLC
Akron, OH
AUM
$362.6M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
330-253-6000
EGI FINANCIAL, INC.
Akron, OH
AUM
$348.7M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
330-374-1932
SUMMIT WEALTH MANAGEMENT LLC
Akron, OH
AUM
$120.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-523-1065
OELSCHLAGER INVESTMENTS
Akron, OH
AUM
$93.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
330-664-9920
BULLINGTON CAPITAL MANAGEMENT, LLC
Akron, OH
AUM
$87.1M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
330-664-0700
CHLEBINA CAPITAL
Akron, OH
AUM
$5.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
330-668-9200
AI STOCK PROPHET, LLC
Akron, OH
AUM
$0
Team
2 advisors
Clients
—
Fees
Fixed fees; SUBSCRIPTION FEE (NON-REFUNDABLE)
786-292-8649
AUM
—
Team
1 advisors
Clients
—
Fees
Fixed fees · % OF ASSETS UNDER ADVISEMENT +1 more
330-836-7800
W3 WEALTH ADVISORS, LLC
Akron, OH
AUM
—
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
330-836-3805
ALPHA ASSET MANAGEMENT
Akron, OH
AUM
$129.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(330) 374-7500
PARADIGM INVESTMENT ADVISORY LLC
Akron, OH
AUM
—
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
330-475-1690
SULLIVAN PINNACLE ADVISORS, LTD.
Akron, OH
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
330-873-9920
More cities in Ohio
Common questions
- How many financial advisors are in Akron, Ohio?
- 21 registered investment advisers are listed in our Akron directory, sourced from public SEC filings.
- What types of advisors are in Akron?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Akron?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.